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PFG American Funds Growth Strategy R (PFGGX)

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11.26-0.14 (-1.23%)
At close: 08:00PM EDT

PFG American Funds Growth Strategy R

OMAHA NE 68130

17605 WRIGHT STREET

Northern Lights Fund Trust

631-470-2600
Management Information
,Lead Manager since April 30, 2023
Ms. Cheng is Chief Investment Officer for the Adviser. Ms. Cheng also serves as Chief Investment Officer for the Adviser’s affiliate, The Pacific Financial Group, Inc. (“TPFG”), a Washington State investment adviser registered with the Securities and Exchange Commission. Ms. Cheng joined the Adviser and TPFG in December 2022. Prior to that time, Ms. Cheng served in the following positions: in 2022, Vice President, Investment Platforms and Research at DWS Investment Management; from 2019 to 2022, Investment Strategist at Bank of New York Mellon; from 2016 to 2017, Investment Analyst & Operations at Northwestern Mutual; from 2013 to 2015, Private Banking Associate at Royal Bank of Canada Wealth Management; and from 2011 to 2013, at Royal Bank of Canada. In total, Ms. Cheng has over 9 years of financial services industry experience. Ms. Cheng is a Chartered Financial Analyst (CFA®), Chartered Alternative Investment Analyst (CAIA®), and holds a Certificate in Investment Performance Measurement (CIPM®). Ms. Cheng has a B.A. in Political Science from the University of British Columbia.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryLarge Growth
Fund FamilyThe Pacific Financial Group
Net Assets811.7M
YTD Return9.41%
Yield0.00%
Morningstar Rating★★
Inception DateApr 30, 2020

Fund Operations

Last DividendN/A
Last Cap Gain-13.00
Holdings Turnover12.00%
Average for CategoryN/A

Fees & Expenses

ExpensePFGGXCategory Average
Annual Report Expense Ratio (net)2.37%0.99%
Prospectus Net Expense Ratio2.37%N/A
Prospectus Gross Expense Ratio2.43%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.36%
Max Deferred Sales LoadN/A1.33%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A